Director (Advisor)
1 month ago
Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer, and an insurance MGA (MWISI). li>
Lead and manage a team responsible for onboarding and transitions, ensuring high performance and continuous development.Collaborate with senior leadership to align onboarding strategies with the company’s overall objectives.Collaborate with key partners to ensure that all new advisors receive comprehensive training and support during their transition period.Manage the transition process for advisors moving from other firms to Manulife Wealth, ensuring minimal disruption to their business.Monitor key performance indicators and report on the effectiveness of onboarding and transition initiatives.Foster strong relationships with internal stakeholders, including recruitment, training, compliance, and IT teams.Strong knowledge of technology used by advisors including back-office systems, portfolio management tools, financial planning software, etc. li>Experience in managing vendor relationships.Team player with solid interpersonal and leadership skills.Strong listening, consultative, and relationship management skills.Qualifications:
- Bachelor’s degree in Business Administration, Finance, or a related field. li>
- Proven leadership experience with the ability to manage and develop a high-performing team.
- Strong understanding of wealth management products, services, and industry regulations.
- Excellent project management skills with the ability to handle multiple priorities and deadlines.
- Proficiency in CRM software and other relevant technology platforms.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
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Director, Advisor Onboarding
1 month ago
Oakville, Canada Manulife Insurance Malaysia Full timeDirector, Advisor Onboarding & TransitionsApply locations: Oakville, Ontario; Toronto, OntarioTime type: Full timePosted on: Posted 3 Days AgoTime left to apply: End Date: December 19, 2024 (9 days left to apply)Job requisition id: JR24120149The Opportunity:Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of...
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Director (Advisor)
1 month ago
Oakville, Canada Manulife Insurance Malaysia Full timeFull timePosted on: Posted 3 Days AgoTime left to apply: End Date: December 19, 2024 (9 days left to apply)Job requisition id: JR24120149The Opportunity:Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory...
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Director, Advisor Onboarding
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Oakville, Canada Manulife Full time**The Opportunity**: Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer and an insurance MGA (MWISI)....
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Director, Advisor Onboarding and Transition
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Director, advisor onboarding
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Oakville, Canada Société Financière Manuvie Full timeThe Opportunity:Manulife Wealth is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. Within GWAM Canada, Manulife Wealth is comprised of three distribution firms (Advisory Services), an ID (Investment Dealer) securities dealer, an MFD (Mutual Fund Dealer) securities dealer, and an insurance MGA (MWISI)....
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Strategic Business Advisor
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Strategic Business Advisor
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Strategic Business Advisor
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Strategic Corporate Affairs Director
1 week ago
Oakville, Ontario, Canada Ontario Retirement Communities Association (ORCA) Full timeThe Ontario Retirement Communities Association (ORCA) is seeking a seasoned professional to fill the role of Vice President, Corporate and Public Affairs. This position requires a visionary leader with expertise in strategic thinking, advocacy, and stakeholder engagement.Job SummaryWe are looking for a highly skilled individual who can oversee the...
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Strategic Business Advisor
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Strategic Talent Development Director
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Compliance Director, Policy Training and Workflow
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